-10.2%
ADSK vs WEC
+9.7%
-19.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.3% | +4.7% | +7.3% |
| 7D | +11.4% | +6.9% | +4.5% | +12.6% |
| 30D | +21.9% | +16.6% | +5.3% | +25.8% |
| 3M | +13.9% | +9.1% | +4.8% | +15.5% |
| 6M | +9.1% | +3.2% | +5.9% | +9.7% |
| YTD | -8.8% | +14.9% | -23.7% | -4.4% |
| 1Y | -10.2% | +9.2% | -19.4% | -5.0% |
| All | -10.2% | +9.7% | -19.9% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling